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June 2011

Opinion Strong support for the Euro and weak factors for cyclical currencies.

According to SG Private Banking’s strategists, the interest rate differential is supporting the euro, whereas mounting incertitude is weighing on cyclical currencies.

June 2011

Note Sorting out the Greek issue

The aim of this short article is to set the ideas straight regarding the Greek situation. Several issues are considered, the first of which being that of economic growth. If the latter does not make any progress, it will be very difficult to reach public finance stability. (...)

June 2011

Interview Christophe Dehondt : « Current levels of inflation break-even are buying opportunities »

According to Christophe Dehondt, fund manager of CPR Focus Inflation, it is possible to benefit from the rise in inflation while being hedged against rising interest rates by buying inflation-linked bonds and selling traditional sovereign bonds with similar (...)

June 2011

Opinion Complex and useless finance is still there

While complex finance should be preferred to improve risk modeling, it continues, in times of market stress, to help designing unmanageable and useless complex structured products

June 2011

Note 10 proposals to rebuild finance and monetary macroeconomics

Rethink monetary policy and its objectives, reform our accounting and prudential environment, review the return on equity standards, regulate the prices of certain assets...

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